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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,518 | $217,432-5.5% | $185,849+10.6% | $167,536+22.7% |
| Participation rate | 40.0% | 86.1%-46.1pp | 81.7%-41.7pp | 82.1%-42.1pp |
| Annual return | 15.10% | 148.42%-133.3pp | 122.10%-107.0pp | 478.82%-463.7pp |
| Employer contribution / active EE | $2,560 | $5,875-56.4% | $5,169-50.5% | $4,839-47.1% |
| Participant deferral / active EE | $3,200 | $6,357-49.7% | $5,569-42.5% | $6,342-49.5% |
| Admin fee / account holder | $1,607 | $19,818-91.9% | $16,244-90.1% | $12,315-87.0% |